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HBTAHBTA
5 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in HORIZON FDS

ENVESTNET ASSET MANAGEMENT INC holds 1M shares of HBTA (HORIZON FDS), worth $33.9M as of 2026-Q2. The position was increased (+33.0% shares). HBTA represents 0.0% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$33.9M

Current Shares

1M

Total Value Change

+$29.9M

Total Shares Change

+880,001

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+33.0%
$33.9M0.0%$32.69
37
2026-Q1
Increased
779,885
+11.1%
$20.9M0.0%$28.60
32
2025-Q4
Increased
701,876
+1.7%
$20.3M0.0%$29.14
29
2025-Q3
Increased
690,283
+339.4%
$19.5M0.0%$27.90
46
2025-Q2
New
157,114
-
$4M0.0%$25.06
37

Other major holders of HBTA: Bank of New York Mellon Corp, LPL Financial LLC

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